Salesforce dashboards and chat alerts in Qik Office
Build live Salesforce dashboards from opportunities, leads, accounts and post Salesforce events into the room’s chat as cards your team can act on. The AI project manager in your room sets it up, tests it on real data and hands it to you ready to use.
Sales & CRM room
Chat · 8 members · AI Project Manager
Arjun 9:41
Shipping the checkout work today 🚀
Salesforce just now
Northwind Traders · annual
- Amount
- $48,000
- Stage
- Closed won
@Ana kickoff
Salesforce just now
Globex · pilot
Demo → Proposal
Salesforce, where your team already works
Pipeline moves, won deals and signed documents arrive where sales and delivery plan together.
AI dashboards
Live Salesforce dashboards
Opportunities, leads and accounts from your Salesforce org. Pipeline by stage, won revenue per month and deals per owner.
What the agent reads
- Opportunities
- Leads
- Accounts
- 61 chart types, from headline numbers and trends to funnels, maps and pivot tables
- Join Salesforce with your rooms and other apps in one query
- Read live, or keep a synced table refreshed hourly or daily
- Sign in on Salesforce’s own screen and approve the access Qik asks for.
Chat apps
Salesforce in the room’s chat
Deals created, moved and won, new contacts and signed documents. Live: Salesforce sends each event to Qik the moment it happens.
Events
- Opportunities
- Leads
- Filters per event, such as branch, project, label or amount
- A card, a compact line or a digest, with your own wording
- Updates to the same item reply in one thread
- Every card: Open in Salesforce, Make a task, Ask agent
Connect Salesforce in minutes
Qik has already written and tested the Salesforce setup, so the agent starts from it.
- 01
Ask the agent
Name the app in any agentic room. The AI project manager starts from Qik’s tested setup, or reads the app’s official docs and writes one.
- 02
Sign in once
A guided sign-in card shows where to make the key and the smallest permission it needs. Keys are sealed in the vault; the agent never sees them.
- 03
Pick and test
Choose your own projects, boards or accounts from a list. The connection is tested on real data before anything is kept.
- 04
Go live
Dashboards draw their charts; chat apps stay a draft until a room owner or host presses Go live. Edit events and charts any time.
Say it in a sentence. The room does the rest.
Type any of these to the AI project manager in an agentic room. It picks the setup, shows the sign-in card and lets you choose your own accounts and projects from a list.
- Post won Salesforce deals into the sales room
- Pipeline by stage from Salesforce
- Salesforce pipeline next to Stripe revenue
Connected with care, controlled by your admins
Keys sealed in the vault
Every key and sign-in is encrypted in Qik’s vault. The agent works with a handle and never sees the key itself.
Sent only to the app
A key goes only to the hosts it was made for. A recipe naming any other address is refused before a request leaves Qik.
Read, never written back
Qik reads from your apps and leaves their data as it is. The one thing a chat app adds is its own webhook, removed when you delete the app.
Your office, your rules
Company admins switch any app off for the whole office or allow listed apps only. Every member can mute an app’s posts for themselves.
Salesforce and Qik Office, answered
Ask the AI project manager in any agentic room, for example “Post won Salesforce deals into the sales room”. The agent prepares the connection, shows a sign-in card, tests it on real data and hands you a draft. For chat, a room owner or host presses Go live when the events look right.
Bring Salesforce into your AI Office
Unlimited agentic rooms and AI project managers on every plan. Start free and ask the agent to connect it.